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Outlook Wealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

Outlook Wealth Advisors’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Sell
11,474
-348
-3% -$46.2K 0.36% 61
2025
Q4 		$1.61M Sell
11,822
-236
-2% -$31.3K 0.36% 55
2025
Q3 		$1.62M Buy
12,058
+379
+3% +$49.6K 0.4% 55
2025
Q2 		$1.57M Buy
+11,679
New +$1.55M 0.4% 51

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Outlook Wealth Advisors's IAK Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its iShares US Insurance ETF (IAK) stake by 2.9% in Q1 2026, selling an estimated $46.2K and leaving 11,474 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #61.

Outlook Wealth Advisors first reported a position in IAK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Outlook Wealth Advisors held 11,474 shares of iShares US Insurance ETF worth $1.47M as of Q1 2026.
  • Outlook Wealth Advisors sold 348 iShares US Insurance ETF shares in Q1 2026, an estimated $46.2K.
  • iShares US Insurance ETF made up 0.36% of Outlook Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Outlook Wealth Advisors first reported a position in iShares US Insurance ETF in Q2 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's iShares US Insurance ETF position peaked at $1.62M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.